Q3 2025 Automotive industry demand forecast

The data in this report has been collated by the Advanced Propulsion Centre UK (APC) based on insight gathered from UK original equipment manufacturers (OEMs) as well as forecasts from Su0026amp;P Global AutoTech Insight, Rho Motion, BloombergNEF (BNEF), Wood Mackenzie, Global Data and KGP Powertrain Intelligence.

The report includes scenario analysis around the UK ambition of 1.3 million vehicle production by 2035. The target set by the UK Industrial Strategy would bring 20% additional demand across the battery production and other electrified components compared to the current APC forecast demand for 2035.

Published: 05/12/2025

Q3 2025 Automotive industry demand forecast

The Q3 2025 Automotive Industry Demand Forecast highlights opportunities in building battery recycling capacity, as black mass availability surpasses refining capacity over the next decade across Europe.